Purchases and Sales Made in Q3 2021 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 2021. The information is specifically focused on institutions that hold shares of Apple Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
606+ 0.15% |
$83.2K - $95K
|
411K
$101M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
599+ 0.74% |
$82.2K - $93.9K
|
81.2K
$19.9M
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
593+ 0.77% |
$81.4K - $92.9K
|
77.4K
$19M
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
592+ 3.45% |
$81.3K - $92.8K
|
17.8K
$4.36M
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
586New |
$80.4K - $91.8K
|
586
$144K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
584+ 0.5% |
$80.2K - $91.5K
|
118K
$28.9M
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
582+ 0.85% |
$79.9K - $91.2K
|
69.2K
$17M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
582+ 0.89% |
$79.9K - $91.2K
|
65.9K
$16.2M
|
|
Oct 13, 2021
Q3 2021
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
580+ 1.26% |
$79.6K - $90.9K
|
46.7K
$11.5M
|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
576+ 7.82% |
$79.1K - $90.3K
|
7.94K
$1.95M
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
576+ 0.4% |
$79.1K - $90.3K
|
144K
$35.3M
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
575+ 3.82% |
$78.9K - $90.1K
|
15.6K
$3.83M
|
|
Oct 14, 2021
Q3 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
573+ 0.75% |
$78.7K - $89.8K
|
76.8K
$18.9M
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
572+ 1.1% |
$78.5K - $89.6K
|
52.4K
$12.9M
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
568+ 12.58% |
$78K - $89K
|
5.08K
$1.25M
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
567+ 0.69% |
$77.8K - $88.8K
|
83.1K
$20.4M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
566+ 1.73% |
$77.7K - $88.7K
|
33.4K
$8.19M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
559+ 2.97% |
$76.7K - $87.6K
|
19.4K
$4.77M
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
556+ 0.11% |
$76.3K - $87.1K
|
520K
$128M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
552+ 1.57% |
$75.8K - $86.5K
|
35.7K
$8.77M
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
552+ 15.44% |
$75.8K - $86.5K
|
4.13K
$1.01M
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
550+ 9.39% |
$75.5K - $86.2K
|
6.41K
$1.57M
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
550+ 1.62% |
$75.5K - $86.2K
|
34.4K
$8.45M
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
550+ 10.99% |
$75.5K - $86.2K
|
5.55K
$1.36M
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
543New |
$74.5K - $85.1K
|
543
$133K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
542+ 1.42% |
$74.4K - $84.9K
|
38.8K
$9.52M
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
534+ 5.11% |
$73.3K - $83.7K
|
11K
$2.7M
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
532+ 1.35% |
$73K - $83.4K
|
39.9K
$9.8M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
531+ 0.27% |
$72.9K - $83.2K
|
197K
$48.4M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
529+ 1.24% |
$72.6K - $82.9K
|
43.1K
$10.6M
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
528+ 0.16% |
$72.5K - $82.7K
|
334K
$82.1M
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
522+ 5.59% |
$71.7K - $81.8K
|
9.85K
$2.42M
|
|
Oct 20, 2021
Q3 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
521+ 10.04% |
$71.5K - $81.6K
|
5.71K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
521+ 2.61% |
$71.5K - $81.6K
|
20.5K
$5.02M
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
520+ 0.19% |
$71.4K - $81.5K
|
268K
$65.8M
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
514+ 1.43% |
$70.6K - $80.5K
|
36.6K
$8.98M
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
514+ 1.1% |
$70.6K - $80.5K
|
47.3K
$11.6M
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
BUY
|
- |
513+ 0.76% |
$70.4K - $80.4K
|
67.9K
$16.7M
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
513+ 7.87% |
$70.4K - $80.4K
|
7.03K
$1.73M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
512+ 0.3% |
$70.3K - $80.2K
|
170K
$41.7M
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
512+ 3.45% |
$70.3K - $80.2K
|
15.3K
$3.77M
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
512+ 0.94% |
$70.3K - $80.2K
|
54.8K
$13.5M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
512+ 0.08% |
$70.3K - $80.2K
|
670K
$165M
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
511+ 0.57% |
$70.1K - $80.1K
|
89.8K
$22M
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
509+ 0.7% |
$69.9K - $79.8K
|
73.7K
$18.1M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
507+ 0.29% |
$69.6K - $79.4K
|
173K
$42.6M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
506+ 0.33% |
$69.5K - $79.3K
|
155K
$38M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
504+ 0.38% |
$69.2K - $79K
|
133K
$32.7M
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
503+ 1.89% |
$69K - $78.8K
|
27.2K
$6.68M
|
|
Nov 15, 2021
Q3 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
503+ 0.33% |
$69K - $78.8K
|
154K
$37.8M
|